Hedge Fund Discounts

Treasury Secretary Tim Geithner told Congress and the nation on Sept. 10, 2009, that the credit crisis was abating. But before the market fully recovers, individuals holding hedge fund investments should consider acting fast to take maximum advantage of potentially heightened valuation discounts.1 Indeed, discounts for hedge fund interests may be historically large due to their unprecedented illiquidity. That makes this a unique moment to use deflated asset values in hedge funds to transfer ...

Wealth Planning Webinars and White Papers

Are your clients' retirement plans flexible enough for life's changes? Clients want the best of both worlds—guaranteed lifetime income with upside potential and flexibility to adapt to changing life situations. There is a solution to meet these client needs from accumulation through distribution....More

In this 3rd and final session of our Social Security webinar series, we will cover the under-served markets for divorced and survivor benefits, where there are special benefits that so many people miss out on....More

Join us for this 1st session of our Social Security webinar series as we cover basic things such as Social Security withholding, qualification, how benefits and Full Retirement Age are calculated....More

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